[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-intel-gains-4-on-new-street-upgrade-as-server-cpu-crunch-is-set-to-persist-for-years-IT":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":257,"relatedPosts":265,"suggestedPosts":345},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":248,"relatedPosts":254,"seo":255},145798,"Intel guadagna il 4% dopo l'upgrade di New Street, mentre la carenza di CPU per server è destinata a \"persistere per anni\"","2026-10-26T16:01:15","2026-10-26T16:01:21","\u003Cp>Una chiamata audace, tre giorni prima della grande prova di Intel\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">Punti Chiave\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Le azioni di Intel sono salite del 4% oggi dopo che New Street Research ha aggiornato la raccomandazione sul titolo a Buy da Neutral con un prezzo target di $125.\u003C\u002Fli>\n\n\n\n\u003Cli>New Street sostiene che gli agenti di IA manterranno le CPU per server in carenza di offerta per anni, e i risultati dello stesso Intel nel data center confermano tale domanda.\u003C\u002Fli>\n\n\n\n\u003Cli>La previsione di utili di New Street per il 2030 è solo leggermente superiore a quella di Wall Street, quindi il target dipende principalmente dal mantenimento del consenso attuale.\u003C\u002Fli>\n\n\n\n\u003Cli>Intel pubblicherà i risultati del terzo trimestre giovedì 29 ottobre, e il margine del data center è il dato da monitorare.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Intel (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=21127&tid=2621295\">INTC\u003C\u002Fa>)\u003C\u002Fstrong> è salita del 4% oggi dopo che New Street Research ha aggiornato la raccomandazione sul produttore di chip a Buy da Neutral con un prezzo target di $125 prima dell'apertura.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La tesi dell'analista Pierre Ferragu ruota tutta attorno ai chip per server:\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\"L'AI agentica sta guidando un aumento sostenuto della domanda di CPU per server, con vincoli di offerta destinati a persistere per anni, mentre Intel si sta liberando dei nodi di produzione inefficienti e sta aggiungendo capacità\", ha scritto.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-shortage-is-already-in-intel-s-numbers\" class=\"wp-block-heading\">La carenza è già nei numeri di Intel\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">New Street stima che la capacità di produzione di server di Intel possa crescere oltre il 50% nel 2027. Entro il 2030, prevede ricavi da CPU per server per $50 miliardi per Intel, anche se la quota di mercato di Intel in un mercato che supererà i $220 miliardi scenderà al 20-25%.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">I risultati stessi di Intel confermano la domanda. I ricavi del segmento Data Center e AI sono balzati del 59% a $6,3 miliardi nel secondo trimestre, e il margine operativo del segmento ha raggiunto il 39,5%, in aumento dal 16,1% di un anno prima.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Parte di ciò è però dovuto ai prezzi. I prezzi dei server erano scesi del 4% nel 2025 prima che Intel li aumentasse durante la carenza di quest'anno, e quei margini potrebbero ridursi una volta che l'offerta si sarà allentata.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR monitora 50 analisti su Intel. Quanti dicono \"Buy\"?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Vedi la ripartizione completa dei rating Buy, Hold e Sell su Intel, insieme alle stime di ricavi e utili di Wall Street, tutto in un unico posto. Più di 500.000 investitori utilizzano TIKR per ricercare titoli come questo. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Vedi i Rating degli Analisti su Intel\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-target-leans-on-wall-street-s-own-math\" class=\"wp-block-heading\">Il target si basa sulla matematica di Wall Street\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il target di New Street si basa sulla sua previsione di $7,10 di EPS per il 2030. Questo è solo leggermente superiore al consenso di $6,59 per quell'anno, e il percorso del consenso è già ripido...\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793029158\u002Fimages\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028.png?_i=AA\" alt=\"Grafico a barre da TIKR dell'EPS normalizzato di Intel, valori effettivi e stime di consenso, $ per azione, esercizio 2023–2028.\" class=\"wp-post-145798 wp-image-145796\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793029158\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793029158\u002Fimages\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793029158\u002Fimages\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793029158\u002Fimages\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793029158\u002Fimages\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793029158\u002Fimages\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028\u002FINTC-2026-10-26_INTC_eps_estimates_2023-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Intel (INTC): EPS normalizzato, valori effettivi e stime di consenso, $ per azione, esercizio 2023–2028 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">New Street ritiene che un superamento delle attese nel data center potrebbe far salire quelle stime il prossimo anno. E il suo target di $125 non è lontano dal consenso di $117.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il prezzo è la parte più difficile. Intel quotava a 51x gli utili forward alla chiusura dell'ultima seduta...\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FINTC-2026-10-26_INTC_ntm_pe_5y\u002FINTC-2026-10-26_INTC_ntm_pe_5y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793029148\u002Fimages\u002FINTC-2026-10-26_INTC_ntm_pe_5y\u002FINTC-2026-10-26_INTC_ntm_pe_5y.png?_i=AA\" alt=\"Grafico a linee da TIKR del P\u002FE forward (NTM) di Intel, ultimi 5 anni.\" class=\"wp-post-145798 wp-image-145797\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793029148\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793029148\u002Fimages\u002FINTC-2026-10-26_INTC_ntm_pe_5y\u002FINTC-2026-10-26_INTC_ntm_pe_5y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793029148\u002Fimages\u002FINTC-2026-10-26_INTC_ntm_pe_5y\u002FINTC-2026-10-26_INTC_ntm_pe_5y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793029148\u002Fimages\u002FINTC-2026-10-26_INTC_ntm_pe_5y\u002FINTC-2026-10-26_INTC_ntm_pe_5y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793029148\u002Fimages\u002FINTC-2026-10-26_INTC_ntm_pe_5y\u002FINTC-2026-10-26_INTC_ntm_pe_5y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793029148\u002Fimages\u002FINTC-2026-10-26_INTC_ntm_pe_5y\u002FINTC-2026-10-26_INTC_ntm_pe_5y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Intel (INTC): P\u002FE forward (NTM), ultimi 5 anni (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Questo è proprio in linea con la sua media quinquennale di 50x, ma anni di utili minimi hanno inflazionato quella media (il multiplo ha toccato 173x un anno fa). Dal 2014 al 2022, Intel ha quotato tra 10x e 18x.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-thursday-is-the-first-test\" class=\"wp-block-heading\">Giovedì è il primo test\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Intel pubblicherà i risultati del terzo trimestre giovedì 29 ottobre, dopo la chiusura. Il management ha fornito previsioni per ricavi tra $15,8 e $16,8 miliardi, un margine lordo non-GAAP del 42% e un EPS non-GAAP di $0,38. Intel ha superato le proprie previsioni per sette trimestri consecutivi.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il dato da monitorare è il margine del data center. Se si mantiene vicino al 39,5% del secondo trimestre, la carenza sta ancora dando i suoi frutti.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La mia opinione: la carenza di server è la parte più solida della storia di Intel, e il target di New Street non richiede molto più di quanto Wall Street si aspetti già. A circa 51x gli utili forward, però, il titolo ha bisogno che il rapporto di giovedì continui a dimostrarlo.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-intel-stock-actually-worth\" class=\"wp-block-heading\">Quindi, quanto vale realmente il titolo Intel?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR ti permette di prevedere il prezzo futuro di qualsiasi titolo in meno di un minuto. Basta inserire alcune ipotesi nel modello di valutazione di TIKR e vedere quanto potrebbe valere Intel. Parti dalle stime di consenso di Wall Street, o modifica gli input per riflettere la tua visione del business. È gratuito.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Valuta Intel gratuitamente\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Si prega di notare che gli articoli su TIKR non intendono costituire consulenza in materia di investimenti o finanziaria da parte di TIKR o del nostro team di contenuti, né sono raccomandazioni per acquistare o vendere titoli. Creiamo i nostri contenuti sulla base dei dati di investimento di TIKR Terminal e delle stime degli analisti. La nostra analisi potrebbe non includere notizie recenti sulle società o aggiornamenti importanti. TIKR non ha posizioni in nessuno dei titoli menzionati. Grazie per la lettura e buoni investimenti!\u003C\u002Fem>\u003C\u002Fp>",701,"it","\u002Fblog\u002Fintel-gains-4-on-new-street-upgrade-as-server-cpu-crunch-is-set-to-persist-for-years","intel-gains-4-on-new-street-upgrade-as-server-cpu-crunch-is-set-to-persist-for-years","images\u002FMETA-stock-Dean-Drobot-and-Nikada-from-Getty-Images-Signature-via-Canva\u002FMETA-stock-Dean-Drobot-and-Nikada-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699318\u002Fimages\u002FMETA-stock-Dean-Drobot-and-Nikada-from-Getty-Images-Signature-via-Canva\u002FMETA-stock-Dean-Drobot-and-Nikada-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":237,"imageCredit":238},"Intel Gains 4% on New Street Upgrade as Server CPU Crunch Is Set to “Persist for Years”","Dean Drobot and Nikada from Getty Images Signature via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"David Hanson","davidtikr","author","",[],{"name":240,"slug":241,"role":246,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":247},"editor",[],[249],{"name":250,"slug":251,"uri":252,"description":243,"postsCount":253},"Investimenti generali","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":256,"opengraphDescription":256,"twitterTitle":237,"twitterDescription":256},"A bold call, three days before Intel’s big test",{"title":258,"description":259,"twitterTitle":258,"twitterDescription":259,"author":240,"articlePublisher":260,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":261,"twitterData1":262,"ogTitle":258,"ogDescription":259,"ogUrl":232,"ogImage":235,"ogImageWidth":263,"ogImageHeight":264,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"Intel Gains 4% on New Street Upgrade as Server CPU Crunch Is Set to “Persist for Years”","A bold call, three days before Intel’s big test","TIKR.com","Tempo di lettura stimato","5 minutes",1200,630,[266,281,298,315,330],{"id":253,"title":267,"date":268,"excerpt":269,"wordCount":270,"uri":271,"slug":272,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":273,"author":274,"categories":278,"relatedPosts":280},"Bill Gates: Meta's Musa È \"il Primo Vero Grande Prodotto di IA per i Consumatori\"","2026-10-26 15:52:36","Grandi elogi, e ora l'orologio corre",1067,"\u002Fblog\u002Fbill-gates-metas-muse-is-the-first-truly-great-consumer-ai-product","bill-gates-metas-muse-is-the-first-truly-great-consumer-ai-product",{"altText":267},{"name":275,"slug":276,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":277},"Bobby Sankhagowit","bobby",[],[279],{"name":250,"slug":251,"uri":252,"description":243,"postsCount":253},[],{"id":253,"title":282,"date":283,"excerpt":284,"wordCount":285,"uri":286,"slug":287,"cloudinaryAssetId":288,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":295,"relatedPosts":297},"Nvidia potrebbe sfruttare una \"completamente legale\" scappatoia in Cina che vale miliardi. Ma (probabilmente) non lo farà.","2026-10-26 15:50:14","Ha cose migliori da fare con i suoi chip.",988,"\u002Fblog\u002Fnvidia-could-exploit-completely-legal-china-loophole-worth-billions-but-it-probably-wont","nvidia-could-exploit-completely-legal-china-loophole-worth-billions-but-it-probably-wont","images\u002Fdoubtful-man-with-glasses-in-hand-data-center\u002Fdoubtful-man-with-glasses-in-hand-data-center","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793027299\u002Fimages\u002Fdoubtful-man-with-glasses-in-hand-data-center\u002Fdoubtful-man-with-glasses-in-hand-data-center.png?_i=AA",{"altText":282},{"name":292,"slug":293,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":294},"Michael Douglass","michaeldouglass",[],[296],{"name":250,"slug":251,"uri":252,"description":243,"postsCount":253},[],{"id":253,"title":299,"date":300,"excerpt":301,"wordCount":302,"uri":303,"slug":304,"cloudinaryAssetId":305,"featuredImageOriginalUrl":306,"featuredImageMetadata":307,"author":308,"categories":312,"relatedPosts":314},"Spotify È \"Altamente Difendibile\" Contro l'IA, Afferma Jefferies. Il Suo Rapporto del 22 Ottobre Deve Dimostrarlo","2026-10-26 15:45:14","Presta attenzione ai margini giovedì, non solo al numero di abbonati",962,"\u002Fblog\u002Fspotify-is-highly-defensible-against-ai-says-jefferies-its-october-22-report-has-to-prove-it","spotify-is-highly-defensible-against-ai-says-jefferies-its-october-22-report-has-to-prove-it","images\u002FSpotify-Featured_127715445ec\u002FSpotify-Featured_127715445ec","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788012074\u002Fimages\u002FSpotify-Featured_127715445ec\u002FSpotify-Featured_127715445ec.png?_i=AA",{"altText":299},{"name":309,"slug":310,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":311},"Roxanna Maglangit","roxtikr",[],[313],{"name":250,"slug":251,"uri":252,"description":243,"postsCount":253},[],{"id":253,"title":316,"date":317,"excerpt":318,"wordCount":319,"uri":320,"slug":321,"cloudinaryAssetId":322,"featuredImageOriginalUrl":323,"featuredImageMetadata":324,"author":325,"categories":327,"relatedPosts":329},"L'obiettivo di Musk di portare i ricavi di SpaceX a 1 trilione di dollari: \"Meglio che si diano una mossa\" dice Jim Chanos","2026-10-26 15:36:21","Sono molti data center",1010,"\u002Fblog\u002Fmusks-1-trillion-spacex-revenue-goal-they-had-better-get-going-says-jim-chanos","musks-1-trillion-spacex-revenue-goal-they-had-better-get-going-says-jim-chanos","images\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700556\u002Fimages\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1.png?_i=AA",{"altText":316},{"name":292,"slug":293,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":326},[],[328],{"name":250,"slug":251,"uri":252,"description":243,"postsCount":253},[],{"id":253,"title":331,"date":332,"excerpt":333,"wordCount":334,"uri":335,"slug":336,"cloudinaryAssetId":337,"featuredImageOriginalUrl":338,"featuredImageMetadata":339,"author":340,"categories":342,"relatedPosts":344},"Oklo Sink, poi Rimbalza mentre TD Cowen Avvia la Copertura con un Rating Hold Nonostante un \"Modo Unico\" per Investire","2026-10-26 15:32:23","Un altro Hold, e un altro obiettivo proprio intorno al prezzo delle azioni",726,"\u002Fblog\u002Foklo-sinks-then-rebounds-as-td-cowen-starts-coverage-at-hold-despite-a-unique-way-to-invest","oklo-sinks-then-rebounds-as-td-cowen-starts-coverage-at-hold-despite-a-unique-way-to-invest","images\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793025348\u002Fimages\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart.png?_i=AA",{"altText":331},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":341},[],[343],{"name":250,"slug":251,"uri":252,"description":243,"postsCount":253},[],[346,366,381,395,410,430,445,460,475],{"id":253,"title":347,"date":348,"excerpt":349,"wordCount":350,"uri":351,"slug":352,"cloudinaryAssetId":353,"featuredImageOriginalUrl":354,"featuredImageMetadata":355,"author":356,"categories":360,"relatedPosts":365},"In rialzo del 13% negli ultimi 12 mesi, le azioni di Arista Networks possono offrire rendimenti migliori nel 2026?","2026-10-26 12:57:00","Il titolo di Arista è salito del 10% in un anno. Scopri cosa dice il Modello di Valutazione di TIKR sul potenziale rialzista di ANET, con un prezzo obiettivo di $275 entro dicembre 2028.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":347},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":359},"Aditya Raghunath","adityatikr",[],[361],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":253},"Valutazione","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":253,"title":367,"date":368,"excerpt":369,"wordCount":370,"uri":371,"slug":372,"cloudinaryAssetId":373,"featuredImageOriginalUrl":374,"featuredImageMetadata":375,"author":376,"categories":378,"relatedPosts":380},"In calo del 48% negli ultimi 12 mesi, le azioni SoFi possono offrire risultati migliori nel 2026?","2026-10-26 12:45:00","Il titolo SoFi è sceso del 51% in un anno. Scopri cosa dice il Modello di Valutazione di TIKR sul potenziale rialzista di SOFI, con un prezzo obiettivo di $22 entro dicembre 2028.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":367},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":377},[],[379],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":253},[],{"id":253,"title":382,"date":368,"excerpt":383,"wordCount":384,"uri":385,"slug":386,"cloudinaryAssetId":387,"featuredImageOriginalUrl":388,"featuredImageMetadata":389,"author":390,"categories":392,"relatedPosts":394},"Aumentando Solo del 9% negli Ultimi 12 Mesi, le Azioni Palantir Possono Offrire Rendimenti Migliori nel 2026?","Il titolo Palantir è salito solo del 4% in un anno. Scopri cosa dice il Modello di Valutazione di TIKR sul potenziale rialzista di PLTR, con un obiettivo di $529 entro dicembre 2028.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":382},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":391},[],[393],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":253},[],{"id":253,"title":396,"date":397,"excerpt":398,"wordCount":399,"uri":400,"slug":401,"cloudinaryAssetId":402,"featuredImageOriginalUrl":403,"featuredImageMetadata":404,"author":405,"categories":407,"relatedPosts":409},"Sceso del 56% negli ultimi 12 mesi, il titolo AppLovin può offrire rendimenti migliori nel 2026?","2026-10-26 12:33:00","Il titolo AppLovin è sceso del 60% in un anno. Scopri cosa dice il Modello di Valutazione di TIKR sul potenziale rialzista di APP, con un prezzo obiettivo di $366 entro dicembre 2028.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":396},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":406},[],[408],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":253},[],{"id":253,"title":411,"date":412,"excerpt":413,"wordCount":414,"uri":415,"slug":416,"cloudinaryAssetId":417,"featuredImageOriginalUrl":418,"featuredImageMetadata":419,"author":420,"categories":424,"relatedPosts":429},"Il titolo ExxonMobil ha chiuso a un massimo storico mentre il Brent superava i 116 dollari. Ecco dove potrebbe arrivare il titolo entro il 2030","2026-10-26 07:55:00","ExxonMobil ha chiuso a un record di $183,21 il 23 ottobre mentre il Brent superava i $116, e ora si scambia al di sopra del target medio degli analisti. Il suo CFO afferma che le sinergie con Pioneer sono raddoppiate e Exxon punta a raddoppiare il recupero nel Permiano con meno pozzi, un fattore di costo che l'azienda controlla.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":411},{"name":421,"slug":422,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":423},"Wiltone Asuncion","wiltonetikr",[],[425],{"name":426,"slug":427,"uri":428,"description":243,"postsCount":253},"Recensioni delle azioni","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":253,"title":431,"date":432,"excerpt":433,"wordCount":434,"uri":435,"slug":436,"cloudinaryAssetId":437,"featuredImageOriginalUrl":438,"featuredImageMetadata":439,"author":440,"categories":442,"relatedPosts":444},"Rivian ha toccato un minimo annuale il giorno dopo l'acquisto di una startup di simulazione AI. Ecco cosa mostra il 29 ottobre","2026-10-26 07:50:00","Rivian ha toccato un minimo annuale il giorno dopo l'acquisizione di una startup di simulazione AI, prolungando un calo del 19% iniziato settimane prima. Il rapporto del 29 ottobre ora deve dimostrare che la linea dei costi può sostenere le spese per l'autonomia.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":431},{"name":421,"slug":422,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":441},[],[443],{"name":426,"slug":427,"uri":428,"description":243,"postsCount":253},[],{"id":253,"title":446,"date":447,"excerpt":448,"wordCount":449,"uri":450,"slug":451,"cloudinaryAssetId":452,"featuredImageOriginalUrl":453,"featuredImageMetadata":454,"author":455,"categories":457,"relatedPosts":459},"Il titolo Robinhood è sceso del 15% a ottobre prima del suo rapporto sul terzo trimestre. Ecco dove potrebbe arrivare entro il 2030","2026-10-26 07:45:00","Robinhood è sceso del 6,73% in due sedute, in linea con Coinbase, prima del suo report del 27 ottobre. Due sviluppi del 22 ottobre indicano un'attività crypto che potrebbe non riflettersi nella sua linea di ricavi crypto: contratti sul prezzo del bitcoin e i primi mercati di prestito di Morpho per i suoi token azionari.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":446},{"name":421,"slug":422,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":456},[],[458],{"name":426,"slug":427,"uri":428,"description":243,"postsCount":253},[],{"id":253,"title":461,"date":462,"excerpt":463,"wordCount":464,"uri":465,"slug":466,"cloudinaryAssetId":467,"featuredImageOriginalUrl":468,"featuredImageMetadata":469,"author":470,"categories":472,"relatedPosts":474},"Le Azioni di Walmart Sono Salite del 15% a Ottobre Senza Previsioni di Utili Più Alte. Ecco Dove Potrebbero Andare Entro il 2031","2026-10-26 07:40:00","Walmart è salito del 15,4% dal 30 settembre al 23 ottobre, ma la stima degli analisti per l'EPS dei prossimi 12 mesi è rimasta a 3,00 dollari per azione. Quasi tutto il guadagno è derivato da un multiplo più elevato, in vista di un rapporto del 19 novembre che prevede una crescita dell'EPS compresa tra lo 0% e il 3%.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":461},{"name":421,"slug":422,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":471},[],[473],{"name":426,"slug":427,"uri":428,"description":243,"postsCount":253},[],{"id":253,"title":476,"date":477,"excerpt":478,"wordCount":479,"uri":480,"slug":481,"cloudinaryAssetId":482,"featuredImageOriginalUrl":483,"featuredImageMetadata":484,"author":485,"categories":487,"relatedPosts":489},"Apple ha brevemente superato Nvidia mentre il calo di Nvidia raggiungeva il 12%. Ecco dove potrebbe arrivare il titolo Apple entro il 2030","2026-10-26 07:35:00","Apple ha brevemente superato Nvidia come azienda più preziosa al mondo il 23 ottobre, toccando un record di $351,73. La sua strategia di IA richiede poco capex, ma a 38 volte gli utili, il dato sui margini del 2 novembre sostiene il multiplo.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":476},{"name":421,"slug":422,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":486},[],[488],{"name":426,"slug":427,"uri":428,"description":243,"postsCount":253},[]]